The Augmented Advisor Blueleaf

Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following.






The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she’s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too.






She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It’s her “why” that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand. 






Guest:


Dawn Dahlby, CEO of Releve Financial Group, author, speaker






Resources Mentioned In This Episode:


Find Dawn at:


www.dawndahlby.com


www.relevefinancialgroup.com


www.linkedin.com/in/dawn-dahlby


Instagram @dawndahlby






Dawn’s book


Live Wellthy: Own Your Worth, Grow Your Wealth






Examples from Dawn's media journey


First Linkedin live


https://www.linkedin.com/video/live/urn:li:ugcPost:6937878014491865088/






To powerhouse speaker


https://www.instagram.com/p/CuZ6wD0AYqT/

Julie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for financial advisors looking to continue to serve these clients to the fullest. 


Second, the demographics of the average financial advisor’s client roster is changing rapidly. For many clients, this means their financial needs and experience preferences are likely different from those the advisor has served in the past. 


To help financial advisors successfully service their clients in this new landscape, Julie and her team at ClientFirst have built the wealth management industry’s first “national, fully diverse community for rainmakers to find, vet and professionally connect with each other as Centers of Influence.”


Resources Mentioned In This Episode:


Episode 10 - How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks Growth with Derek NotmanBonus Episode - Why RIAs Need To Protect, Preserve and Defend The Fiduciary Standard with Knut RostadDNA Behavior - At the 15:26 mark, Julie describes how ClientFirst uses behavioral analytics to help financial advisors find the best matches for partners to assist in serving their clients.

H. Adam Holt, CEO and Founder of Asset-Map is not the first financial advisor to have had an epiphany that led to a revamped approach to how we worked with his clients. But, he just might be the guy who's quest to design a client experience that led to the most meaningful impact for the wealth management industry to date.


As you'll hear in this episode of the podcast, Adam and his team at Asset-Map have made a key discovery about the business of wealth management. We are in the "process as a service" business. Financial advice isn't just being a resource for clients and managing assets. It is about a process for helping clients maximize their life experience.


Resources Mentioned In This Episode:


Adam’s Podcast - Rethink. The Financial Advisor podcastJohn’s Book Recommendation - Designing the Obvious: A Common Sense Approach to Web and Mobile Application Design

Ryan George, CMO of Docupace made an astute observation that "the industry has let the complications of the wealth management experience flow down to the client experience unnecessarily" and in this episode John Prendergast and Mike Langford joined him in-person for a conversation to unpack that assertion. The trio also dove into several ways that financial advisors can leverage technologies, including emerging AI tools like ChatGPT and Google's Bard, to improve their clients' wealth management experience.


Resources From This Episode:


The Surprising Value of Personal Advice - Episode 7 of the Augmented Advisor Podcast featuring an in-depth interview with Kieran Bol from PriceMetrix by McKinsey on the state of the wealth management industry.RIA Productivity Suite - John and Ryan dove into the benefits of systematizing the workflow of an RIA as a key mechanism for improving the wealth management experience for advisors and their teams.

James Lee, the new President of the Financial Planning Association (FPA) explains why financial planners are the 4th great profession alongside doctors, lawyers, and clergy. James talks about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial planner”. He talks about his own values and practice led him down this path. And he shares his vision for the future of the profession. If you’re a financial planner, I think you’ll agree James is exactly who you want advocating for you.


Resources From This Episode:


Lee Investment Management - James is also the President of an RIA in Saratoga Springs, NYThe Future of Financial Advice - Episode 4, A bird’s eye view with the NAPFA CEO Geoffrey Brown.

Scott Wetzel, CEO of SkyView Partners and SKYVIEW 1 and Jason Henrichs, CEO of Alloy Labs Alliance and host of the Breaking Banks podcast share how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors.


The rise of banking as a services for financial advisors holds immense promise for enhancing the wealth management experience for clients.


Jason and Scott also shared their thoughts on the failure of Silicon Valley Bank (SVB) and what it means... or doesn't mean for banking solutions offered to financial advisors and their clients.


Resources From This Episode:


SkyView Partners - Offering conventional commercial financing exclusively for financial advisors for mergers and acquisitions, succession, and debt restructuring.SKYVIEW 1 - Banking as a service for financial advisors. Launching in May 2023Alloy Labs - The only consortium that drives exponential growth for banks by leveraging powerful network effects.Breaking Banks Podcast - The #1 global fintech podcast. Hosted by Jason Henrichs.